Job Title

Company Description

Anand Rathi Share and Stock Brokers Ltd., founded in 1994, is a prominent full-service investment bank known for its extensive range of financial and wealth management solutions for individuals, corporations, and institutions. With over 350 locations in India and international offices in Dubai, Hong Kong, and New York, the group has a strong global presence. Backed by a 30-year legacy, Anand Rathi offers a comprehensive suite of services including investment advisory, private wealth management, institutional equities, investment banking, and insurance broking. The organization serves 6.5+ lakh registered customers through 1,850 employees, 95 branches across 57 cities, and 2,500 business associates. It provides digital platforms alongside personalized touchpoints, enabling clients to invest in various asset classes with expert research and advisory.

Role Description

This is a full-time, on-site role based in Nagpur. The candidate will handle day-to-day operations including offering investment services tailored to client needs, providing expert research and advisory to maximize investment returns, developing and maintaining client relationships, and communicating appropriate investment strategies. Additional responsibilities may include managing client portfolios, preparing detailed reports, and collaborating with internal teams to deliver exceptional client service.

Qualifications

• Knowledge of financial products such as equities, mutual funds, insurance, and other investment options
• Skills in client relationship management, customer service, and financial advisory
• Proficiency in using digital trading platforms and financial tools
• Excellent communication, presentation, and analytical skills
• Strong problem-solving ability and attention to detail
• Bachelor's degree in Finance, Economics, Business, or a related field
• Relevant certifications or licenses such as NISM or CFP are an advantage
• Experience in the financial services or investment sector is preferred but not mandatory